| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christi Annin SWF LLC | 630,311 | $69.37M | $85.51M | $16.14M | 23.26% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 34,792 | $3.72M | $4.73M | $1.01M | 27.27% |
John R. Hanahan Yukon Wealth Management Inc. | 6,125 | $671,175.03 | $845,372.5 | $174,197.47 | 25.95% |
J. Kemp Sawers Uptown Financial Advisors LLC | 80,370 | $9.29M | $11.03M | $1.74M | 18.69% |
Katie Kingsman Kingsman Wealth Management Inc. | 2,896 | $303,223.16 | $395,941.12 | $92,717.96 | 30.58% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 2,224 | $256,249.33 | $305,110.56 | $48,861.23 | 19.07% |
Presper Financial Architects LLC Presper Financial Architects LLC | 38,557 | $4.24M | $5.26M | $1.01M | 23.87% |
| RM Rich Mowrer Brookwood Investment Group LLC | 1,684 | $182,952.4 | $228,603 | $45,650.6 | 24.95% |
Cole Dimond Caliber Wealth Management LLC / KS | 149,234 | $16.13M | $20.35M | $4.22M | 26.16% |
Patricia Frisch ANB Bank | 41,511 | $4.79M | $5.69M | $908,236.1 | 18.97% |
David R. Hess Wealth Management Associates Inc. | 1,756 | $208,653.02 | $239,746.68 | $31,093.66 | 14.9% |
Nicole Reese WPG Advisers LLC | 135 | $16,157.18 | $18,520.65 | $2,363.47 | 14.63% |
Mike Silane 21 West Wealth Management LLC | 4,895 | $534,974.15 | $668,069.6 | $133,095.45 | 24.88% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 9,665 | $1.13M | $1.33M | $201,895.88 | 17.92% |
David Dirks Plum Street Advisors LLC | 3,762 | $410,050.52 | $515,375.19 | $105,324.67 | 25.69% |
Tyler Rudek Heritage Wealth Architects Inc. | 2,519 | $302,737.55 | $343,805.71 | $41,068.16 | 13.57% |
| AS Aryn Sands GK Wealth Management LLC | 78 | $10,696 | $10,561.98 | -$134.02 | -1.25% |
Investment Research Partners LLC Investment Research Partners LLC | 3,932 | $467,519.78 | $536,796.64 | $69,276.86 | 14.82% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 7,196 | $829,990.21 | $983,729.18 | $153,738.97 | 18.52% |
Justin Boggs Optima Capital LLC | 40,112 | $4.9M | $5.52M | $617,620.96 | 12.6% |